Matthew WilliamsCRD Number: 4623269
Current Firm: Morgan Stanley
Matthew Williams (CRD# 4623269) is an Investment Advisor Representative working at Morgan Stanley in Salt Lake City, UT and has over 12 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Morgan Stanley Smith Barney LLC||Salt Lake City, UT||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||Los Angeles, CA||Aug 2002 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV